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Invesco Biotechnology & Genome ETF
PBE

86 hedge funds and large institutions have $64.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $63M → $64.6M (+$1.64M)

0.05% more ownership

Funds ownership: 28.57% → 28.61% (+0.05%)

3% less funds holding

Funds holding: 89 → 86 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$1.55M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.48M
3
LPL Financial
LPL Financial
California
+$826K
4
DWM
Dakota Wealth Management
Florida
+$794K
5
Bank of America
Bank of America
North Carolina
+$781K

Top Sellers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
-$3.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$626K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$571K
4
UBS Group
UBS Group
Switzerland
-$320K
5
SWP
Stratos Wealth Partners
Ohio
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
26
Pacific Sun Financial
California
$505K -$9.24K -150 -2%
KAS
27
Kestra Advisory Services
Texas
$413K +$5.48K +89 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$411K +$21.6K +350 +5%
SAM
29
SignalPoint Asset Management
Missouri
$404K – – –
JIC
30
Joel Isaacson & Co
New York
$397K – – –
RJA
31
Raymond James & Associates
Florida
$366K +$45K +731 +13%
IHL
32
Investment House LLC
California
$318K -$12.3K -200 -4%
GT
33
Glenmede Trust
Pennsylvania
$312K – – –
SB
34
Strategic Blueprint
Georgia
$297K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$275K – – –
WBG
36
Wharton Business Group
Pennsylvania
$261K – – –
WWM
37
Western Wealth Management
Colorado
$258K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$238K +$2.9K +47 +1%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$236K – – –
IWM
40
IHT Wealth Management
Illinois
$233K +$244K +3,953 New
CIC
41
Carnegie Investment Counsel
Ohio
$219K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$218K +$1.54K +25 +0.7%
CMS
43
Capital Market Strategies
Florida
$217K – – –
FCAG
44
First Capital Advisors Group
New Jersey
$205K – – –
SIA
45
SkyView Investment Advisors
New Jersey
$205K – – –
WB
46
Webster Bank
Connecticut
$194K – – –
GM
47
GeoWealth Management
Illinois
$172K +$179K +2,913 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$168K +$131K +2,122 +291%
CFD
49
Creative Financial Designs
Indiana
$117K +$122K +1,986 New
Citigroup
50
Citigroup
New York
$77K – – –
1
2
3 4

PBE Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2022, worth a combined $64.6M — up 2.6% from $63M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBE and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.55M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $3.86M sold.

  • 86 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2022, down from 89 in Q2 2022.
  • Funds reported $64.6M of Invesco Biotechnology & Genome ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2022 was CreativeOne Wealth, an estimated $1.55M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2022 was Artemis Wealth Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.